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The world’s libraries. Connected. Session 5: Administrator training - new user accounts, running and interpreting reports, institution level information.

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Presentation on theme: "The world’s libraries. Connected. Session 5: Administrator training - new user accounts, running and interpreting reports, institution level information."— Presentation transcript:

1 The world’s libraries. Connected. Session 5: Administrator training - new user accounts, running and interpreting reports, institution level information. Tuesday 9 th December 2014

2 The world’s libraries. Connected. Session 1. December 1st 10.30-11.30. Introduction to Enquire, what it is, local service, SCL Universal Offers and more. Session 2. December 2nd 10.30-11.30. Let's get chatting - chat basics, using scripts, using policy pages Session 3. December 3rd 2.30-3.30. Offline worlflow - answering offline questions, referring to colleagues Session 4. December 8th 10.30-11.30. 24/7 Reference Cooperative and staffing the 24/7 Reference Cooperative Queue Session 5. December 9th 10.30-11.30. Administrator training - new user accounts, running and interpreting reports, institution level information Session 6. December 10th 2.30-3.30. Creating local services - Qwidget or full form, adhoc or permanent and the email form

3 The world’s libraries. Connected. Glossary of useful terminology QuestionPoint – this is the software that underpins the Enquire service Enquire – is the subscription service of 58 library authorities in England and Scotland participating in collaborative virtual reference Chat – online, real time Q&A sessions Offline – a chat session to be answered more comprehensively by email later, or referred by our UK and US partners locally OCLC’s 24/7 Reference Cooperative - U.S libraries who cover Enquire when UK staff are not online Local Services – these are configurable services over an above the Enquire stream, so use locally however you wish

4 The world’s libraries. Connected. Logging into QuestionPoint: http://www.questionpoint.org

5 The world’s libraries. Connected. Admin Module

6 The world’s libraries. Connected. Create a new user account

7 The world’s libraries. Connected.

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10 If you don’t see the 24/7 Reference: Public Cooperative queue you aren’t set up correctly

11 The world’s libraries. Connected. List of User IDs and priviledges

12 The world’s libraries. Connected. Working across the Institution menu bar : Accounts

13 The world’s libraries. Connected.

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15 Working across the Institution menu bar : Passwords

16 The world’s libraries. Connected. Passwords

17 The world’s libraries. Connected. Working across the Institution menu bar : Settings

18 The world’s libraries. Connected.

19 Working across the Institution menu bar : Forms

20 The world’s libraries. Connected. Viewport URL

21 The world’s libraries. Connected. 1 1 2 2 3 3 Viewport – hosted locally Form elements set up in the software Chat form – brings 1 & 2 together in the software

22 The world’s libraries. Connected. Question Form

23 The world’s libraries. Connected. Spam Filter

24 The world’s libraries. Connected. Forms Manager

25 The world’s libraries. Connected.

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27 ..as you make changes to the options, the Qwidget reflects this in preview

28 The world’s libraries. Connected. Working across the Institution menu bar : Surveys

29 The world’s libraries. Connected...viewing current survey options

30 The world’s libraries. Connected. Creating a new survey for chat and email forms

31 The world’s libraries. Connected. Working across the Institution menu bar : Login Announcement

32 The world’s libraries. Connected. Adding a login announcement

33 The world’s libraries. Connected. How they look:

34 The world’s libraries. Connected. Reports

35 The world’s libraries. Connected. Reports tab on homepage

36 The world’s libraries. Connected.

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38 Ask Service

39 The world’s libraries. Connected. Chat Service

40 The world’s libraries. Connected. Qwidget specific data, but these totals are included in Chat data

41 The world’s libraries. Connected.

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43 Number(Total) of Chat Sessions Accepted

44 The world’s libraries. Connected. Form field reports

45 The world’s libraries. Connected.

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47 Where to go for help http://oclc.org/support/services/enquire.en.html – help guides, hints and tips will be added to our new webpageshttp://oclc.org/support/services/enquire.en.html PN List – not many use for this, but it can be. If you are not on the listserv, let us know and we can add you. PN-ENQUIRE@MAILTALK.AC.UK Support support-uk@oclc.org Tel: 0114 267 7502


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